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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 | Securities Custodian | $86,221 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -4.10% | -1.32%-2.8pp | -0.67%-3.4pp | 10.56%-14.7pp |
| Employer contribution / active EE | $11,667 | $18,687-37.6% | $31,731-63.2% | $13,643-14.5% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |